Business
Research Methods
    William G. Zikmund
Problem Definition and the
    Research Proposal
A Sea Horses Tale
Problem Discovery                     Problem                                                                                        Selection of
  and Definition                     discovery                                                                                   exploratory research
                                                                                                                                      technique
                                                                                                              Sampling
                                       Selection of
                                   exploratory research
                                        technique                                                                            Probability    Nonprobability
          Secondary
                                  Experience            Pilot              Case                                                     Collection of
          (historical)                                                                                        Data
                                    survey              study              study                                                         data
             data                                                                                             Gathering
                                                                                                                                     (fieldwork)
                                                                                                               Data
                                                                                                                                     Editing and
                                  Problem definition                                                           Processing
                                                                                                                                       coding
                                    (statement of                                                              and
                                                                                                               Analysis                 data
                                 research objectives)
                                                                                                                                        Data
                                        Selection of                                                                                 processing
Research Design                        basic research
                                          method                                                               Conclusions
                                                                                                                                    Interpretation
                                                                                                               and Report
                                                                                                                                          of
                                                                                                                                       findings
         Experiment                                   Survey
                                                                                                 Secondary
     Laboratory          Field            Interview        Questionnaire           Observation
                                                                                                 Data Study                            Report
Problem Discovery and Definition
    First step
    Problem, opportunity, or monitor operations
    Discovery before definition
    Problem means management problem
The formulation of the problem
 is often more essential than its
           solution.
        Albert Einstein
          Problem Definition
 The indication of a specific business
  decision area that will be clarified by
  answering some research questions.
    Defining Problem Results in
   Clear Cut Research Objectives
Symptom Detection
    Analysis of
   the Situation
                         Exploratory
                          Research
                          (Optional)
Problem Definition
   Statement of
Research Objectives
        The Process of
      Problem Definition
1.Ascertain the      4.Determine unit
decision makers     of analysis
objectives
2.Understand         5.Determine
background of        relevant variables
the problem
3.Isolate/identify   6.State research
the problem, not     questions and
the symptoms         objectives
1.Ascertain the Decision Makers
           Objectives
 Decision makers objectives
 Managerial goals expressed in measurable
  terms.
                                             9
        The Iceberg Principle
 The principle indicating that the dangerous
  part of many business problems is neither
  visible to nor understood by managers.
2.Understand the Background of
         the Problem
 Exercising judgment
 Situation analysis - The informal gathering
  of background information to familiarize
  researchers or managers with the decision
  area.
                                                11
    3.Isolate and Identify the
  Problems, Not the Symptoms
 Symptoms can be confusing
                                 12
  Symptoms Can Be Confusing
Twenty-year-old neighborhood swimming
  association:
 Membership has been declining for years.
 New water park -residents prefer the
  expensive water park????
 Demographic changes: Children have
  grown up
                                           Problem Definition
Organization       Symptoms                Based on Symptom       True Problem
Twenty-year-old    Membership has been     Neighborhood           Demographic changes:
neighborhood       declining for years.    residents prefer the   Children in this 20-
swimming           New water park with     expensive water        year-old neighborhood
association in a   wave pool and water     park and have          have grown up. Older
major city.        slides moved into       negative image of      residents no longer
                   town a few years ago.   swimming pool.         swim anywhere.
What Language Is Written on
   This Stone Found by
     Archaeologists?
            TOTI
            EMUL
            ESTO
The Language Is English: To Tie
          Mules To
             TOTI
             EMUL
             ESTO
4. Determine the Unit of Analysis
 Individuals, households, organizations, etc.
 In many studies, the family rather than the
  individual is the appropriate unit of
  analysis.
                                                 17
5. Determine the Relevant Variable
   Anything that may assume different
    numerical values
                                         18
           Types of Variables
   I Categorical
   Il Continuous
   III. Dependent
   Iv. Independent
       i. Categorical Variable
 Usually an independent or predictor
  variable that contains values indicating
  membership in one of several possible
  categories. E.g., gender (male or female),
  marital status (married, single, divorced,
  widowed). The categories are often
  assigned numerical values used as lables,
  e.g., 0 = male; 1 = female. Synonym for
  nominal variable.
       ii. Continuous Variable
 A variable that is not restricted to particular
  values (other than limited by the accuracy
  of the measuring instrument). E.g., reaction
  time, neuroticism, IQ. Equal size intervals
  on different parts of the scale are assumed,
  if not demonstrated.
       iii. Dependent Variable
 The presumed effect in an experimental
  study. The values of the dependent variable
  depend upon another variable, the
  independent variable. Strictly speaking,
  dependent variable should not be used
  when writing about non experimental
  designs.
      iv. Independent Variable
 The presumed cause in an experimental
  study. All other variables that may impact
  the dependent variable are controlled. The
  values of the independent variable are under
  experimenter control. Strictly speaking,
  independent variable should not be used
  when writing about non-experimental
  designs.
               Hypothesis
 An unproven proposition
 A possible solution to a problem
 Guess
6. State the research questions
    and research objectives
                                  25
If you do not know where you are going,
      any road will take you there.
  Broad       Statement of   Exploratory
 research       business      research
objectives      problem       (optional)
 Specific      Specific       Specific
Objective 1   Objective 2    Objective 3
               Research
                              Results
                Design
         Research Proposal
 A written statement of the research design
  that includes a statement explaining the
  purpose of the study
 Detailed outline of procedures associated
  with a particular methodology
              Basic Questions -
             Problem Definition
   What is the purpose of the study?
   How much is already known?
   Is additional background information necessary?
   What is to be measured? How?
   Can the data be made available?
   Should research be conducted?
   Can a hypothesis be formulated?
         Basic Questions -
       Basic Research Design
 What types of questions need to be
  answered?
 Are descriptive or causal findings required?
 What is the source of the data?
        Basic Questions -
      Basic Research Design
 Can objective answers be obtained by
  asking people?
 How quickly is the information needed?
 How should survey questions be worded?
 How should experimental manipulations be
  made?
            Basic Questions -
           Selection of Sample
   Who or what is the source of the data?
   Can the target population be identified?
   Is a sample necessary?
   How accurate must the sample be?
   Is a probability sample necessary?
   Is a national sample necessary?
   How large a sample is necessary?
   How will the sample be selected?
            Basic Questions -
             Data Gathering
   Who will gather the data?
   How long will data gathering take?
   How much supervision is needed?
   What operational procedures need to be
    followed?
          Basic Questions -
           Data Analysis
 Will standardized editing and coding
  procedures be used?
 How will the data be categorized?
 What statistical software will be used?
 What is the nature of the data?
 What questions need to be answered?
 How many variables are to be investigated
  simultaneously?
 Performance criteria for evaluation?
           Basic Questions -
            Type of Report
 Who will read the report?
 Are managerial recommendations
  requested?
 How many presentations are required?
 What will be the format of the written
  report?
          Basic Questions -
          Overall Evaluation
 How much will the study cost?
 Is the time frame acceptable?
 Is outside help needed?
 Will this research design attain the stated
  research objectives?
 When should the research be scheduled to
  begin?
       Anticipating Outcomes
 Dummy tables
 Representations of the actual tables that will
  be in the findings section of the final report;
  used to gain a better understanding of what
  the actual outcomes of the research will be.